AXP icon

American Express

2,682 hedge funds and large institutions have $189B invested in American Express in 2025 Q2 according to their latest regulatory filings, with 244 funds opening new positions, 1,040 increasing their positions, 955 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

4% more funds holding

Funds holding: 2,5882,682 (+94)

9% more repeat investments, than reductions

Existing positions increased: 1,040 | Existing positions reduced: 955

0.8% more ownership

Funds ownership: 84.22%85.02% (+0.8%)

Holders
2,682
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
106
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.64B
Puts
$2.05B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2601
Logan Capital Management
Pennsylvania
$28.7K
AFG
2602
Albion Financial Group
Utah
$28.4K
TCM
2603
TruNorth Capital Management
Michigan
$28.4K
MSWM
2604
Mowery & Schoenfeld Wealth Management
Illinois
$28.1K
AIM
2605
Access Investment Management
Georgia
$26.2K
BFP
2606
Briaud Financial Planning
Texas
$26K
DFA
2607
DHJJ Financial Advisors
Illinois
$24.2K
ECM
2608
Estabrook Capital Management
New York
$23.6K
PPC
2609
Park Place Capital
Alabama
$22.3K
MPW
2610
MASECO Private Wealth
$22.1K
GXJ
2611
Global X Japan
Japan
$22K
PP
2612
Pacifica Partners
Canada
$21.6K
BFPW
2613
BOK Financial Private Wealth
Colorado
$21.1K
DWM
2614
Dogwood Wealth Management
Kansas
$20.9K
HWM
2615
HighMark Wealth Management
Minnesota
$20.1K
RL
2616
Rogco LP
Oklahoma
$19.1K
GCGDR
2617
Geo Capital Gestora de Recursos
Brazil
$19K
PMIM
2618
Prudent Man Investment Management
Colorado
$19K
HC
2619
Hurley Capital
New York
$18.2K
WCM
2620
WealthTrak Capital Management
Virginia
$17.5K
DPW
2621
DiNuzzo Private Wealth
Pennsylvania
$16.6K
ETS
2622
ESL Trust Services
New York
$15.9K
LWMI
2623
Legacy Wealth Management (Idaho)
Idaho
$15.9K
LIS
2624
Legacy Investment Solutions
Idaho
$15.9K
CWM
2625
CarsonAllaria Wealth Management
Illinois
$15.4K